Jobs · Finance · Texas

Senior Relationship Banker- Bilingual (Spanish-speaking)

Simmons Bank · Dallas, TX · 4 mo ago
FinanceFull-time

About the role

We are a dynamic regional community bank dedicated to customer focus and passion. Our mission is to empower our associates to be trusted advisors, supported by cutting-edge technology.

Responsibilities

  • Build, expand, and retain existing client relationships
  • Provide expert financial solutions to existing and prospective clients
  • Market Simmons solutions to our existing customer base and prospects
  • Assist clients with account service and maintenance requests
  • Engage in genuine conversations to help identify needs and recommend solutions
  • Open and close accounts, perform research, and comply with BSA and CIP requirements
  • Solicit and handle consumer loan requests
  • Uncover needs and refer customers to partner teams
  • Maintain a high level of client satisfaction
  • Process customer requests and transactions accurately and professionally

Requirements

  • Two years customer-facing and goal-oriented experience
  • Ability to effectively motivate and present information in one-on-one and small group situations
  • Team-centric approach to helping customers
  • Coaching and leading the branch team
  • Assume the role of SME in branch regarding all product and services offerings
  • Work jointly with branch leadership in guiding and reinforcing training
  • Obtain an NMLS license after employment

Qualifications

  • High School Diploma or GED
  • Ability to effectively motivate and present information in one-on-one and small group situations
  • Embrace a team-centric approach to collectively help our customers
  • Coach and lead the branch team according to process and protocol
  • Assume the role of SME in branch as related to all product and services offerings
  • Work jointly with branch leadership in guiding and reinforcing training
  • Obtain an NMLS license after employment

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